AdvicePay Financial Advisor Community Blog


Recent Posts

Webinar Recap: Scaling Oversight of Fee-for-Service Financial Planning

June 28, 2023 By: AdvicePay

Financial institutions that support fee-for-service financial planning enable their financial professionals to engage high-income, low-asset households traditionally turned away under the assets-under-management billing model, establish a recurring...

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Topics: Case Studies, Fee-For-Service, Enterprise

How to Charge for Fee-for-Service Financial Planning 💵

July 07, 2022 By: AdvicePay

The financial services industry is constantly evolving, and one of the evolutions underway right now is the rapid growth of the fee-for-service financial planning business model. For more than 80 years, financial professionals have been charging clients...

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Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise

Webinar Recap: Highlights From our Enterprise Roundtable 📢

June 22, 2022 By: AdvicePay

Powered by innovative technologies, the financial planning business model is rapidly evolving into a sustainable fee-based revenue stream. 

The financial services enterprise companies that have already empowered their advisors to implement the latest...

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Topics: Compliance, Retainer Model, Practice Management, Fee-For-Service, Enterprise

Celebrating $200 Million in Financial Planning Fees + A Message From Alan Moore, CEO

March 10, 2022 By: AdvicePay

Cue the confetti, because today we are celebrating a major milestone! 🎉 AdvicePay has officially processed over $200 million in financial planning fees!

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Topics: Fee-For-Service

How Often Should I Bill My Clients?

May 18, 2021 By: AdvicePay

Here at AdvicePay, we genuinely believe in the fee-for-service planning model and how it can successfully grow and scale your business. More and more, we are seeing that clients want advisors to justify their fees and provide more value than just their...

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Topics: Practice Management, Fee-For-Service

Celebrating Five Years of AdvicePay

April 26, 2021 By: AdvicePay

We started AdvicePay in 2016 after spotting a gap in the financial advising world — the need for a streamlined, compliant, secure way for advisors to get paid for their advice. Five years later, more than 3,700 financial advisors use AdvicePay, and we...

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Reasons Why the Fee-For-Service Model Will Help You Grow Your Business

March 25, 2021 By: AdvicePay

As the financial planning industry is continuously evolving, which has been amplified in response to the pandemic and a rapidly growing number of clients in the X and Y generations, the monthly retainer model has become the preferred fee structure for...

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Topics: Practice Management, Fee-For-Service

Five Things Financial Advisors Can Do To Improve Their Website Performance

November 13, 2020 By: AdvicePay

Your website is probably the most essential tool you have when converting prospects or retaining existing clients. It should be a place that clearly explains the services you provided while also offering value. The keyword there is value. I will give you...

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Topics: Marketing

How to Work from Home: Tips from the AdvicePay Team

March 20, 2020 By: AdvicePay

Many professionals around the globe are working from home to prevent the spread of the novel coronavirus (COVID-19). In the era of social distancing, working from home can feel lonely and overwhelming. For many, it is a big adjustment, and developing a...

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Topics: Practice Management, AdvicePay Culture

AdvicePay Team Member Spotlight: Cassie Jackson

March 10, 2020 By: AdvicePay

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Cassie Jackson,...

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Topics: AdvicePay Culture